Cassady Schiller Wealth Management, LLC Fidelity Covington Tr Blue Chi Put Options Transaction History

Cassady Schiller Wealth Management, LLC

$268 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FBCG

# of Institutions

215

Shares Held

53.1M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

9.69M
Shares

$539 Million
0.03% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

7.18M
Shares

$400 Million
6.71% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

7.01M
Shares

$390 Million
5.02% of portfolio
Commonwealth Equity Services, LLC

2.84M
Shares

$158 Million
0.2% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.59M
Shares

$88.6 Million
0.17% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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